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Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.22B -$84.1M -1,469,783 -7%
UBS Group
27
UBS Group
Switzerland
$1.05B +$197M +3,451,559 +25%
UBS AM
28
UBS AM
Illinois
$1.01B -$179M -3,130,448 -16%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1B -$45.7M -797,945 -5%
Barclays
30
Barclays
United Kingdom
$976M +$147M +2,565,543 +19%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$924M +$586K +10,233 +0.1%
RJA
32
Raymond James & Associates
Florida
$845M +$32.3M +563,928 +4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$800M -$33.4M -584,100 -4%
Stifel Financial
34
Stifel Financial
Missouri
$770M +$5.54M +96,882 +0.8%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$756M -$40.2M -701,887 -5%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$676M +$92M +1,608,115 +17%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$672M -$69.7M -1,217,854 -10%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$669M +$139M +2,432,110 +28%
Amundi
39
Amundi
France
$628M -$137M -2,390,154 -18%
BI
40
BlueSpruce Investments
Illinois
$622M -$27.7M -483,950 -4%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$601M +$333M +5,822,875 +140%
Boston Partners
42
Boston Partners
Massachusetts
$567M +$4.53M +79,231 +0.8%
Deutsche Bank
43
Deutsche Bank
Germany
$567M +$123M +2,150,274 +30%
Gates Foundation Trust
44
Gates Foundation Trust
Washington
$547M
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$502M +$3.8M +66,410 +0.8%
CWP
46
Capital Wealth Planning
Florida
$486M -$10.1M -176,162 -2%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$461M +$438M +7,653,900 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$460M -$980K -17,123 -0.2%
Bessemer Group
49
Bessemer Group
New Jersey
$456M -$6.39M -111,759 -1%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$449M +$219M +3,834,099 +106%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.